Gallagher Fiduciary Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $393K | Buy |
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